Fidelity Investments App Positive ReviewsFidelity Investments

Fidelity Investments Positive Reviews

4.7
4.76348 star

Total 24 Positive Reviews

Fidelity Investments App User Positive Comments 2022

Fidelity Investments app received 24 positive comments and reviews by users. Can you share your positive thoughts about fidelity investments?

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Fidelity Investments for Positive User Reviews

Phone ‘help’ terrible but in branch help was excellentI needed to add my second last (given) name to my account to link my bank account and the woman at the help desk on the phone told me I could not update my name online and had to go to a branch to do it. She gave me some ridiculous explanation that made no sense, saying that its possible to update your married name online but not your given name. This was very annoying, and I later found out incorrect. When I went to the branch the woman there was very helpful and informed me that it’s actually slower to update it at the branch than online, making the inconvenience of having to go to the branch not only unnecessary, but detrimental to my goal of making a 2017 contribution before April 17. Luckily, the lady at the branch was extremely helpful and expedited my name update and then followed up with me when it went through in a couple hours. Please train your help phone staff as well as your in branch staff..Version: 3.24.1

Deposits work 50% of the timeI loved this app. I only needed the deposit feature and being able to check my balance now and then. I deposited my checks twice a month. Now in the last few months it is hit and miss when I can get the deposit to go through. No different internet and no different phone. Same check look also. Something updated and now I have to attempt the checks to be updated at least a dozen times sometimes waiting till the next day because I don’t have the time to sit there. My checks are handwritten and the closest fidelity is not close. So I’m stuck begging it to not error on the picture and then go through and accept the deposit. Thankfully I only have to do this twice a month. I like the banking and the interest for my account which I’m not sure is worth the hassle of the deposits and no close bank to run it to when I don’t have the time to keep trying hoping it will accept it. :(.Version: 3.24.1

Financial research GIANT! LOVE the data!I have tried many other Investment companies over the last 20 plus years for quality research information. I ALWAYS go back to Fidelity Investments for my research on companies, businesses and industries. Fidelity puts technology at the forefront in their business (I know from my own personal experiences with Fidelity over the years). Fidelity is ALWAYS “that” company to spearhead their business with the new advancing technologies. Funny side note...I remember working at Fidelity a LONG TIME AGO when they were one of the first companies using email for their customer accounts before any other investment companies had heard or thought of implementing that new technology. I completely trust the research information you can find on the website or with a customer service agent. I currently like to attend Fidelity’s financial webinars like socially responsible investing to options. The website is a massive resource for those who are looking....Version: 3.45

Terrible Choice for Active TradersThis release leaves much to be desired for the active trader. It's fine for those who hold long and strong, but for swing and daytraders it's functionality is rudimentary at best. Fidelity really needs to put out a mobile version of their desktop Active Trader Pro software, which in itself is quite cumbersome. This mobile app lacks any serious charting functions, and what they call "advanced charts" are extremely limited in any sort of analytic tools, and don't even update in real time. Anybody planning on using Fidelity's very stable platform for active trading is therefore forced to use third-party applications to do the actual charting and everyday work required of the successful trader. I personally use TD Ameritrade's Think or Swim mobile application for charting across multiple time frames, and use this app to execute trades. In addition, it is impossible to place conditional orders within this app, which is ridiculous. In other words, one cannot place both a stop loss and sell limit order on the same security/option. This severely limits the speed at which one can execute trades. Seems like most of the other online brokerage houses have apps much more sophisticated when it comes to charting and chart analysis. This app only allows one lower analysis tool at a time, and the choices of tools are EXTREMELY limited. IMO, fidelity is falling way behind in regards to the sophistication of their mobile applications..Version: 3.26

Fidelity Investments very good service.Good day to you. Since establishing My Individual Retirement Account with Fidelity Investments seven months ago I have experienced the highest quality service overall. The personnel, face-to-face at the Park Avenue, NYC location is very professional, knowledgeable, clear and helpful. The personnel over-the-phone, is also quite helpful in answering all questions I have as well as helping Me to favorably resolve My financial matters. Overall, I am very pleased to transact business with and have My finances grow and prosper with Fidelity which insures that I, as a person/client, am highly respected and valued. In My experience with various financial companies over the decades I must say, very low overall quality service is commonplace these days, I will even say that good customer service is absent. Clientele is an afterthought, and increasing profits is their singular concern which attributes to such deplorable service. Fidelity Investments outshines other companies because, in My experience, they maintain each person/client as the singular priority, thereby superb, long term profitability is assured. I am very pleased that for the many decades ahead, Fidelity is My choice for the financial advice and prosperity of Me with My wife and Our family. For all of your excellent service I thank you Fidelity Investments. Ray Nice Cruz Bronx, NY El.Version: 3.39

Fidelity knows what continuous improvement means.I have been with Fidelity for over a decade now and what I can tell you is that they have literally done everything I ever wanted them to do with this app, which sums up to allowing us to do just about everything through this application that you can also do on their website. The app did not always integrate all the functions and data that we had on the website, especially when it came to research and analysis, they changed that. It’s all fully and seamlessly integrated. The app didn’t always allow easy integration with ALL of your accounts, they fixed it. It couldn’t be any easier now. The app is what it is today because a lot of people worked very hard to continue to improve it and honestly I am very thankful. They truly know what continuous improvement means and it shows. Thank you!!.Version: 3.41

Excellent platformFirst and foremost I can easily buy and sell shares of stocks using the Fidelity platform and now there is no charge to trade . I also appreciate whatever money that is on hold waiting to be invested is automatically placed in an interest earning account that is significantly higher than what I can receive from my regular savings account in my bank . Everything has been very easy and clear from trading to moving money into my brokerage accounts with Fidelity. I use my Fidelity credit card frequently because 2% of that amount automatically goes right into my brokerage accounts at Fidelity per my instructions . There is always personal assistance I can speak to directly if I desire to do so . And lastly there are all kinds of webinars to further my knowledge about trading in general that I can take whenever I have the time to do so. I trust this platform and consider it excellent in executing my trades . I am really a beginner in my second year of trading myself and I love it ..Version: 3.40.1

Good app for monitoring your IRA accountI just chose Fidelity to roll my 401k over from a previous employer and they made everything every easy. There’s even a Fidelity Banking center 10 minutes away from where I live so getting to them were easy. I currently am invested in their Fidelity GO option because I don’t have $25k for it to be managed by a broker. Their app is easy to use and they are just a phone call away. You can also deposit your funds into their account via their website or via banking center. I choose them because my some of my previous employers used them for a 401k account and they’ve always been very helpful. However, when it comes to the tools of day trading they lack in this area because they don’t provide you with a detailed chart like td ameritrade but that fine because I don’t say trade with fidelity. I haven’t found a flaw in the app yet and the results have been positive so I have nothing to complain about. Keep up the good job!.Version: 3.31

Last update has issuesApp usually works great, with no major issues, until recent updates. The last few updates came with tons of issues, like watch list not loading, unable to load account information, and news feed not available. Recently I’m unable to view top gainers and losers under the summary tab in my accounts. Also the Feed page was a great tool where you can get updated information on the companies you follow. Why you would get rid of that convenient feature confused me. Please bring it back. Thank you. Other than those recent issues, I usually enjoy using the app. It’s very user friendly, easy to navigate, convenient, and helpful tool to have at your disposal. Please keep improving on making it even better..Version: 3.68

A disappointed long time Fidelity clientAfter being a long time satisfied user of the previous versions for iPad I am very disappointed in the newest version. A cluttered interface, lack of a two day chart, trading windows that block real time price spreads, no end of day closing date/time for funds, option trading is literally impossible to execute with any efficiency... These are just a few of the disappointing "features". Telephone calls to the Fidelity Active Trader desk, and the electronic app development team, lead me to believe that Fidelity haphazardly threw together this app without doing research into the needs and necessary tools of traders. Sure, it's 'only an iPad app' and not a desktop Active Trader program, but Fidelity took a big step backward on this, and they missed a great opportunity to demonstrate customer service leadership in the industry..Version: 3.21

They get it!Fidelity fully understood UI visual flow when building this application. For me it seems that their design team also figured in swipe movement [finger] to screen. Most other financial institutions who offer investment mobility focuses on desktop to keyboard similarity rather than small screen finger gestures. Why is this a problem: hassle work flow. What’s visually on the screen that’s important, swiping/scrolling trying get to what I/We need can cost us profits or make us money. I also like Fidelity makes explanation notes available on current screen rather taking me to URL which creates navigational confusion. Everything I wrote above keeps me interested coming back to this app rather using other apps which over simplifies and take tools away. So I am getting best of everything with Fidelity and I do like some separation with FidelityGo. Quick view conduct business and done. Again most important transactions are on screen with less need for constant finger play..Version: 3.54.1

Mr.Every representative of Fidelity that I have ever had the privilege of being helped by has been very friendly, very willing to explain, help, and see to it that I understand the answer that is given me to the question I have asked. Bottom line, the Representatives of Fidelity are honorable, class act employees. Also, even though I read little of it, a library of helps for Fidelity clients is sent out several times a month. I am new at all of this and what I have written is likely very elementary to the Giants who regularly attend this field of knowledge. I'm just very thankful to have been advised to join what to me seems to be a solid and trustworthy business organization that believes that doing right makes right and ends right. Leadership, in my view is often the real difference between success and failure; leadership is most often the whole difference. So, there must be great leadership running Fidelity. Again, at least in my view, leadership is the difference. Especially when God is intentionally and purposefully at the Top in the hearts and minds of those at the helm! Hopefully, that's the case at Fidelity. God bless!!! Tino Huggins.Version: 3.29

Great Customer Service and very efficient AppI have dealt with other brokerages that I will not name that have been pretty difficult regarding Customer Service. Fidelity has some of the best customer service I’ve ever experienced in my life and that includes for all businesses. I have called Customer Service many times with inquiries about trades and I have never once received a single employee that had a bad attitude and was hard to deal with, it’s actually been the opposite, Fidelity Customer Service employees go out of their way to help you understand whatever issue you have. On top of the Customer Service , the Fidelity app on my phone works great! I also enjoy the PC Fidelity website as well, both are very easy to navigate and make trading seamless. I utilize Fidelity active trader pro too, it works almost flawlessly and really helps me with my day treating. So grateful to be able to use this type of technology!.Version: 3.73

Not positive, but not bad.I’ve been investing with Fidelity Go for a few years now. I’m in the process of buying rental property and wanted to pull funds from fidelity for this purpose. Not everything, but most of it. I planned on continuing to invest with them. Unfortunately, I hit a wall with the withdrawal and was told I couldn’t withdraw the amount I was requesting on the app, I had to call them. This is a huge nuisance for me, I work at sea and rarely have a cell signal. I rely on internet services for everything. Due to the fact that they will restrict what I do with my money, I called and closed my accounts. I’m afraid that that policy is just unacceptable. They’ll let me deposit any amount I want, but restrict withdrawals to the same account…no. I’m lucky that we’re close to a port still and I can get a cell signal for a few more hours, otherwise I might have been unable to use my funds when I need them. Bad decision Fidelity..Version: 3.73

RidiculousSlow response time! I have voice verification and they even can tell me who I am when I call, but the system didn’t recognize my apple phone update, so they locked out my account and made me physically drive to a branch office and present my ID, before they would unlock my mobile phone access spent 1/2 hour on the phone with two separate call centers then another our driving to and from their office presenting my drivers license to prove who I was. They didn’t accept my correctly answered security questions, I am a doctor and had to get this fixed during my busy day of patients. Not only this but it’s earnings season and I have over two million fully invested in the market with fidelity and took losses over $20,000 before they would simply unlock my access to trade. The totally absurd thing about their system is they said they would be happy to place a trade for me by telephone WITHOUT verifying my ID but would not unlock the phone I have been using for FOR weekly and daily trades over two years, in order to do the trades myself..Version: 3.39

Face ID Login RestoredI'm happy that Fidelity recently restored the Face ID for login. It's very easy for me and I would think for several other users. I understand that security of accounts is paramount but we need to trust the Face ID technology by Apple on the iPhone. On the usage of the app itself, it's a great library of investment and money ideas. Besides having all your accounts in one view, you are able to research hundreds if not thousands of individual stocks, bonds and mutual funds across all industries and international securities. I'm particularly in love with being able to save some of these in my "Watch List". I've often gone back to add a few of the instruments in my Watch List to my portfolio. Last of all, Fidelity offers one of the best Customer Service supports across many industries even beyond the investment sector..Version: 3.63

What’s the point!!!I have been a customer for many years and am very close to changing to another firm. Every time the change there website I have to call customer service and spend an hour sorting out why it isn’t working. The last time was when I was using an app that did not work with my account anymore. They said the change had taken effect a year before but someone in IT decided to lock out all the non conforming accounts. They did not alert the users or the representatives that I called who waisted over an hour trying to log me in. Then today I was traveling and got on my iPad and was told that I needed change my password and that I could only do this on my desk top. I tried to call customer service and was informed that it be approximately 30 minutes to talk with someone. Have to catch my plane so I guess I will not accomplish what I need to today. Why don’t you leave what is working alone until you can get apps launched that actually work..Version: 3.39

Incorrect valuesThe app has worked fine for years. Now, numbers don’t match. For example, my daily change in summary says I am down a couple hundred bucks for the day, but the positions summary says I’m up for the day. Which daily gain/loss is correct? Some positions, with the same close value on the app versus desktop version, show different daily performance values. Which is correct? Desktop or app? I called support and they told me to just focus on current value to determine if my portfolio has increased or decreased. What is this 1982 and I need to keep a ledger of my positions? Really??? Don’t provide bells and whistles if the numbers are not correct? Don’t tell me it depends where there are pulling the information from. Pick one and stick with it. If I can’t trust a financial company to provide correct numbers, what good are they? Correct numbers is their job and telling me to do the math to track my portfolio is unacceptable in 2020..Version: 3.49

I can’t imagine a better financial service!😊I have been a very happy Fidelity customer for 35 years. I tried the big brokerage companies that offer personal service. What did I find out? They grew rich and I barely broke even, even in booming markets. Fidelity gives me the tools and the information I need to make the best financial decisions. My money has grown exponentially so that I can withdraw funds to pay big bills and still see huge gains to my portfolio. It isn’t rocket science. Research the highest yielding funds over the long and short term at the risk level you are comfortable with. Fidelity’s research is sooo darn easy that I can find and print off the research in minutes. I rebalance my funds, drop the dogs, invest in some new winners. It really is that easy. Need money transferred to your bank account? Click, click, you are done. Fees are extremely low too. Need help? Call the 800 number and their very knowledgeable Representatives will assist you quickly and cheerfully. Now I am the one making the money, not my broker. I have taught all of my children to invest with Fidelity and they are light years ahead of their peers financially..Version: 3.30

Getting Better - Improvements Can Be MadeAs a young investor my first stock trading app was RH. After some fickle things happened earlier this year I made the swap to Fidelity. I do miss RH’s ease of navigating around, but Fidelity came out with their Beta app on iPhone, and it’s pretty good so far for basic buy/selling etc. I can’t say for certain about anything else because I don’t do anything else other than buy/hold/sell. Some things that I would love to see for iPhone is an increase in customizing widgets from Fidelity. I’m given the option to either watch the top market makers or my overall balance for an account . One thing that I enjoyed about RH is they have widgets to watch specific markers from your watchlist or positions that you specifically hold. It’d be nice to be able to casually glance to see how X position is doing without needing to open the entire app. To lastly echo sentiment i’ve heard from other people, an update in the charting to make it more mainstream would also be appreciated. Overall moving in a great direction!.Version: 3.60.1

Workplace Fidelity Representative.Hello, Our workplace Fidelity Representative, at Atrius Health in Needham, is wonderful in every way imaginable. His name is Dan Shea, our retirement specialist. I have booked numerous appointments with him over the years to discuss my retirement savings. Dan is a true professional and very well informed about the economy and its impact on the stock market, taking the time to answer targeted questions with a smile. He does not hesitate to go above-and-beyond to provide additional information based on my concerns. That day, instead of keeping my 4:00 pm appointment, I stopped by to ask him if I could come earlier to see him, to avoid traffic going north that Friday night. He was very understanding and accommodated my request on the spot. In closing, I hope that Fidelity provides him with an ‘extra special bonus’ this year for his dedication and devotion to the company and to the clients he joyfully serves..Version: 3.39

Fidelity is where everyone should start.Before opening a brokerage account and giving up your personal information, it’s important to do your research to find out what your looking for. Fidelity is a popular choice for 401Ks, IRAs, and other retirement accounts. And thus, their platform is suited for that. Fidelity is best for the long term investor: one who does fundamental and technical analysis, is in tune with current economic and political implications, and reads analyst reports. It’s for the investor who has the big picture. If you’re looking to be an active trader, choose a different platform. What I will say about trading, however, is that long-term investing will help you to be an amazing trader. Being able to hold your positions during corrections and recessions will build the stomach needed to become a successful trader. If you’re looking for a bank for a checking or savings account you’re better off at a regular bank like Chase, BOA, or TD. But if you’re interested in saving or investing for the long term, Fidelity is the answer..Version: 3.69

Good but not greatIts one of the best I have come across so far but it has its flaws as well. First and most importantly theres no after-hours quoting on the app. Their IT department disregarded the most important feature? Anyways, also you have to sign a lot of paperwork to start trading normally. Any type of trade needs to be applied for and authorized pretty much. Many leveraged ETF's are not available. Pre-markets orders start from 7am whereas even a crappy online brokerage running from garage such as Webull allows 4am trading. Last but not least it would be nice of they gave credit in certain amount to start trading right away when you make a deposit. What I do like about Fidelity is that I know my money is safe with them and they have live customer service although sometimes you have to wait a lot to talk to a representatives. Still better than the crappy customer service Webull ( over-messaging ) or Ameritrade ( rude) or Interactive Brokers ( INDIA outsourced) provided. The app is great with customized news feed and detailed info of your stocks. The HEAT MAP is probably the best feature! I love it! The streaming is also smooth. Oh, I have to say the execution of the trades are FLAWLESS! The best trade executions I have seen so far. Like I said in the beginning one of the best brokerages out there..Version: 3.68

Good app with some bugsOverall, the app is useful and intuitive. Only problem is some bugs and annoying irrelevant notifications. Bug: The alerts function used to work great but is now broken. I can’t see or manage the alerts I have set. They seem to fire fine, but I don’t know what alerts I have active, so I end up putting them in multiple times to ensure they exist. Irrelevant notification every sing time I use the app: I get a push notification that the app has logged out after 15 min of inactivity. I don’t need my phone or watch to buzz and interrupt me to tell me that. If I go to use the app again after a long pause, THEN show me a message that I have been logged out. But don’t bother me with an alert 15 min after every time I use the app. Makes Fidelity alerts less meaningful — and I want to keep these turned on to be alerted of stock movements..Version: 3.36.1


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